Pseudo-proposition I: Domestic heavy-duty truck exports have declined, import trucks have risen sharply and threaten domestic brands.
The reporter recently saw a point of view: China’s heavy truck companies’ collective exports declined during the first half of the year. However, according to data from the China Association of Automobile Manufacturers, domestic heavy vehicle exports increased by more than 30% in the first half of this year. In order to provide readers with an original face, the reporter dialed the phone calls from relevant persons in mainstream heavy truck companies in China.
According to a comprehensive survey conducted by the reporter, it was found that the overall export status of heavy truck companies in the first half of this year was not declining!
Truck export situation is gratifying in the first half of this year
———A comprehensive survey on the export of truck companies, with only a few companies sliding slightly
Our reporter Yan Liang
Heavy truck: Exports are still fast
In the survey, the reporter found that the export growth of most heavy truck companies is still very rapid. The reporter has collected a total of 10 heavy truck manufacturers’ product exports (the exports of these 10 companies accounted for more than 95% of China’s heavy truck exports), and there are 7 companies with an increase in export volume: FAW Jiefang, Dongfeng Liuqi, and China National Heavy Duty Truck , Chongqing Hongyan, Beiqi Foton, Valin Motors and Luoyang dragged on, with the increase of Luoyang dragged by 600%; Chongqing Hongyan increased by 360%, the products are exported to Russia, Kazakhstan, Southeast Asia, Africa and South America And other countries and regions. Beiqi Foton ranks first in exports with a 350% increase. The export situation of Dongfeng Liuzhou, a subsidiary of Dongfeng Commercial Vehicles, was also very encouraging. According to a person from the Dongfeng Liuqi Market Department, their exports in the first half of this year were nearly double that of last year. Liu Chunhui, deputy general manager of China FAW Import and Export Corporation, told reporters that in the first half of the year, the export of heavy trucks in Liberation has exceeded 1,000 vehicles, an increase of 10%.
The heavy truck "new force" Valin Motors performed very well in the first half of this year. The company is moving from the import substitution stage to the export-oriented stage. In the first half of this year, the export volume has approached the export volume of the previous year, especially in early June when it won the Algerian 1000. The large export orders have surprised many established companies.
Among the 10 mainstream companies, China National Heavy Duty Truck ranked the first in export volume with 4,336 units, and continued to regain the throne of the first place last year. Tan Xiuqing, deputy director of China National Heavy Duty Truck Technology Center, told reporters that heavy truck exports from January to June are still unstoppable. According to an insider, the company exported 4336 vehicles in the first half of this year, an increase of 170% year-on-year. It is understood that in February of this year, China National Heavy Duty Truck Chairman Ma Chunji went to the Middle East and signed a contract with Iran for the export of 10,000 H7 series heavy vehicles during the year, with a total value of US$350 million. Due to the tense situation in the Middle East, CNHTC is still negotiating with the Iranian side on settlement methods and other issues. "Once the contract is implemented, the heavy truck exports will be even more alarming this year and next year."
Experts believe that since there are only four companies that have exported over a thousand vehicles in the first half of the year, the potential for export growth of various companies is still huge.
The company with the same amount of exports as last year has North Mercedes. In addition, of the 10 companies, only Dongfeng Commercial Vehicle Corporation and Shaanxi Heavy Duty Automotive Corp. saw a decline. Among them, Dongfeng Commercial Vehicle Company saw a very small drop of only about 10%. The decline in Shaanxi Auto's exports was due to the fact that the focus of the work in the first half of the year was on the domestic market (this can be seen from the fact that Shaanxi Auto’s domestic sales increased by more than 70% from January to May this year). Light trucks: Continued growth After understanding the export situation of heavy truck companies, the reporter also investigated the export of light truck companies. Among the seven major light-card companies in the statistics of the reporters (exports of these seven companies accounted for more than 90% of China’s light-card exports), except for Jianghuai Automobile and FAW Hongta, the other five light-card companies exported in the first half of the year were compared with the same period of last year. All have different degrees of growth, most companies increase at about 10%, the largest increase in the rate of 59% Yuejin Automobile; FAW "little liberation" light truck performance is also good, an increase of 50%. JAC staff told the reporter that the export volume in the first half of this year was basically the same as that of the same period of last year, which was about 4,000 vehicles.
In general, the export growth rate of light truck companies tends to be stable, and the export volume of more than half of the light truck companies including Beiqi Foton, Jianghuai Automobile, Jiangling Motors, and Yuejin Automobile has reached more than 3,000. Among them, the export of light trucks of Beiqi Futian has reached 4,618 in the first half of the year, ranking first among the seven mainstream companies, which is an increase of 7% year-on-year. Jiangling Motors exported 3,990 vehicles during the first half of the year, a year-on-year increase of 13.16%. In the first half of the year, Yuejin light trucks recorded the largest increase in exports, which was a 59% year-on-year increase (Nanjing Iveco's exports accounted for a very small proportion).
The export of Dongfeng light trucks is also gradually making efforts. In the first half of the year, exports exceeded 2000 vehicles, an increase of 16% year-on-year. The company established an overseas business unit in the first half of this year to conduct research and development on overseas markets. It shows that the company attaches importance to the export of light commercial vehicles.
The only unsatisfactory performance among the seven companies was the FAW Red Tower, which fell slightly compared to the same period last year, which is related to the lack of long-term export strategy of Hongta. Truck exports are good
However, attention should be paid to the data from the China Automobile Industry Association. From January to May this year, China exported a total of 52.701 trucks, an increase of 48.06% over the same period of last year. Among them, 2,192 vehicles were exported with a total weight of 5 tons to 14 tons, an increase of 16.46% year-on-year; and 3,095 vehicles of heavy-duty trucks with a weight of more than 14 tons were exported, an increase of 34.6% year-on-year.
An industry expert stated that China’s heavy-duty truck industry’s export growth is still very rapid. In some European countries, China’s heavy-duty truck products have already exerted a great impact on local heavy truck brands. However, he also cautioned that truck companies should pay attention to the quality of after-sales service while exporting products, so as to maintain the image of the product in the hearts of local consumers.
Regarding the decline in exports of individual companies, the expert told reporters that there are many reasons that affect the export of corporate products, such as the RMB exchange rate, the state tax rebate policy, raw material prices, corporate strategy, and the strength of foreign trade personnel. As domestic exports of domestic trucks are still in a period of growth, companies should prevent the blind pursuit of an increase in the number of products, resulting in product sales are too scattered, resulting in the export products of enterprises do not get the favorable conditions of good after-sales service; but also to avoid overseas sales The service is not ready to be perfect, so it hastily pushed the product overseas.
The expert cautioned that if companies want to maintain a good and lasting development of exports, they should first ensure the after-sales service in overseas markets and increase their investment in independent research and development to improve the core competitiveness of their products. Because some companies take the form of buying out after-sales services, they should carefully select local dealers.
No need to uplift others to destroy their own prestige
——Impressed by the view that domestic heavy trucks have been driven back to their hometowns and imported vehicles threaten domestic goods
Reporter: Xie Guangyao
Recently, there is a view that online speculation is very hot and the click-through rate is relatively high. The author has studied it carefully. There are probably two points. First, domestic heavy trucks generally encountered declines in exports, and some enterprises were even shy to talk about exports. Second, sales of heavy trucks in the first half of this year increased significantly and began to pose a threat to domestic companies; domestic heavy trucks were not only returned to their “hometown†but also The locals have been challenged by imported cars. The view is that one of the reasons for this phenomenon is that heavy truck manufacturers have defeated themselves; domestic heavy truck companies have lagged behind in terms of technology and services over the years.
However, according to the author's situation, the fact is not the case. First of all, the decline in exports of domestic heavy trucks is only a minority phenomenon. The so-called "poor performance" and "regression" have not emerged, let alone defeating oneself. According to the survey conducted by this newspaper during this period, the export status of most companies is very good, with a year-on-year increase. For example, in the first half of the year, Heavy Trucks exported 4,336 vehicles, an increase of 170% year-on-year; Valin exported 360 vehicles in the first half of the year, close to the export volume of the previous year. China’s commercial vehicles have just taken the step of going overseas. Although it is said that the appreciation of the renminbi, which began at the end of last year, is a detrimental factor, it affects export growth at the most, and it is impossible to fundamentally reverse the upward trend in exports.
Followed by the rapid increase in imports of heavy trucks abroad, but simply not enough to counter domestic heavy truck companies. Although some people exclaimed that they imported more than 860 diesel heavy-duty trucks in the first quarter of this year, which was a year-on-year increase of 145%, the number of imported trucks actually reached tens of thousands of vehicles a few years ago. In the steadily growing Steyr platform companies and the "encirclement and suppression" and import substitution of domestic truck brands such as Liberation and Dongfeng, the number of imported trucks has continued to decrease. By 2005, there were only 3,987 vehicles left. Even if imports rise this year due to factors such as exchange rates, they are not enough to threaten and incite the dominant position of domestic heavy trucks.
Third, is the domestic heavy truck behind a lot of technology and services? Companies such as passenger cars and passenger cars are indeed doing better and better in this area, but domestic heavy truck companies do not fall behind others. As the industry "newcomers" continue to increase and the competition is fierce, mainstream heavy truck companies have made great efforts in sales methods, service policies, and service outlets in recent years. They have also greatly improved their product technology. Do you not see old style Steyr trucks that looked "stupid" in the past few years and have a low safety factor? Now fewer and fewer trucks have been replaced. They are replaced by heavy trucks, trucks and trucks, Shaanxi Auto's DeLong, and Liberation's Austrian trucks. Weiwei, Beifang Mercedes-Benz, and Hualing Heavy Truck ... At the same time, the service policies of the major mainstream companies have been continuously refurbished, the scope of services has been increasing, and the number of service outlets has also increased. For example, there are 500 service points for Sinotruk, and more recently. It is proposed that 1,000 companies should be established within 2 to 3 years; Shaanxi Automobile, through its alliance with Weichai, expanded its service points to more than 1,000. From the previous survey conducted by the newspaper, the service performance of all major mainstream companies is good, and service commitments are basically fulfilled.
In contrast, although imported trucks have advanced technologies (at this point, domestic heavy trucks do have a large gap with them), the number of service points and service speeds are far worse than those of domestic companies, and the prices are much higher, even if they are large. Users can afford the purchase price, and they cannot tolerate ridiculously high parts prices and extremely low maintenance speeds. The Antoine Investment and Development Co., Ltd. of Shenzhen reported on May 26 is a typical example.
Finally, the author wants to say that although the domestic heavy-duty truck industry is not booming in the past two years and faces various difficulties, there is no need to exaggerate some of the viewpoints, and “grew up other people’s ambitions to destroy their own awe.†China's domestic heavy trucks have grown and matured. They will surely have a broader and far-reaching arena at home and abroad.